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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $80B
1-Year Est. Return 26.12%
This Fund
S&P 500
This Quarter Est. Return
+15.32%
1 Year Est. Return
+26.12%
3 Year Est. Return
+67.06%
5 Year Est. Return
+69.86%
10 Year Est. Return
AUM
$80B
AUM Growth
+$12.5B
Cap. Flow
+$4.61B
Cap. Flow %
5.76%
Top 10 Hldgs %
36.37%
Holding
6,143
New
2,908
Increased
2,019
Reduced
1,106
Closed
40

Sector Composition

Rank Sector Weight
1 Technology 11.19%
2 Financials 3.76%
3 Industrials 2.88%
4 Healthcare 2.54%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GRFS
4701
Grifois
GRFS
$5.38B
$24.9K ﹤0.01%
+3,518
New +$27.8K
PXJ icon
4702
Invesco Oil & Gas Services ETF
PXJ
$67M
$24.9K ﹤0.01%
+646
New +$27.8K
ACLC
4703
American Century Large Cap Equity ETF
ACLC
$323M
$24.9K ﹤0.01%
+296
New +$24.2K
AVBH
4704
Avidbank Holdings
AVBH
$362M
$24.9K ﹤0.01%
+753
New +$23K
ATHM icon
4705
Autohome
ATHM
$2.59B
$24.8K ﹤0.01%
+1,305
New +$23.6K
CLAR icon
4706
Clarus
CLAR
$139M
$24.7K ﹤0.01%
+7,844
New +$22.6K
LEGN icon
4707
Legend Biotech
LEGN
$3.92B
$24.7K ﹤0.01%
+856
New +$23.1K
ETN icon
4708
PUT
Eaton
ETN
$176B
$24.7K ﹤0.01%
+1,300
New +$524K
VEGN icon
4709
US Vegan Climate ETF
VEGN
$188M
$24.7K ﹤0.01%
+300
New +$21.4K
VLRS
4710
Controladora Vuela Compania de Aviacion
VLRS
$907M
$24.7K ﹤0.01%
+2,633
New +$20.3K
ADME icon
4711
Aptus Behavioral Momentum ETF
ADME
$308M
$24.7K ﹤0.01%
+443
New +$24.1K
HNVR icon
4712
Hanover Bancorp
HNVR
$194M
$24.5K ﹤0.01%
+1,052
New +$24.2K
DAC icon
4713
Danaos Corp
DAC
$2.57B
$24.4K ﹤0.01%
+200
New +$25K
EPOL icon
4714
iShares MSCI Poland ETF
EPOL
$823M
$24.4K ﹤0.01%
+631
New +$24.8K
DCGO icon
4715
DocGo
DCGO
$65.4M
$24.2K ﹤0.01%
46,983
+32,769
+231% +$19.6K
NKTR icon
4716
Nektar Therapeutics
NKTR
$2.53B
$24.2K ﹤0.01%
+347
New +$25.4K
IAG icon
4717
IAMGOLD
IAG
$10.5B
$24.2K ﹤0.01%
+1,527
New +$26.7K
DRAM
4718
CALL
Roundhill Memory ETF
DRAM
$26.8B
$24.2K ﹤0.01%
+600
New +$31.2K
FTXR icon
4719
First Trust Nasdaq Transportation ETF
FTXR
$1.06B
$24.2K ﹤0.01%
+530
New +$22.4K
GEL icon
4720
Genesis Energy
GEL
$1.94B
$24.1K ﹤0.01%
+1,699
New +$27.3K
TATT icon
4721
TAT Technologies
TATT
$539M
$24.1K ﹤0.01%
+499
New +$20K
SEVN
4722
Seven Hills Realty Trust
SEVN
$177M
$24.1K ﹤0.01%
+2,853
New +$23.8K
CRDL
4723
Cardiol Therapeutics
CRDL
$194M
$24K ﹤0.01%
22,600
EDV icon
4724
Vanguard World Funds Extended Duration ETF
EDV
$3.44B
$23.9K ﹤0.01%
+368
New +$23.5K
XSW icon
4725
State Street SPDR S&P Software & Services ETF
XSW
$506M
$23.9K ﹤0.01%
+139
New +$22.1K

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Mercer Global Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Mercer Global Advisors held 6,143 positions worth $80B, up 18% from $67.6B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Mercer Global Advisors deployed $4.61B of net new capital in Q2 2026, opening 2,908 new positions and adding to 2,019 existing holdings. Its largest new stake was FedEx Freight: 103,902 shares worth $15.7M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.5% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $195M trimmed.

  • Mercer Global Advisors's largest Q2 2026 buy was FedEx Freight: 103,902 shares worth $15.7M.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $509M increase.
  • Mercer Global Advisors's biggest Q2 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $195M.
  • Mercer Global Advisors fully exited Coterra Energy in Q2 2026, selling an estimated $7.45M.
  • Mercer Global Advisors's ten largest holdings make up 36% of its $80B portfolio in Q2 2026.
  • Mercer Global Advisors opened 2,908 new positions and closed 40 in Q2 2026.
  • Mercer Global Advisors's portfolio value rose 18% quarter-over-quarter to $80B.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.